Understanding Today’s Financial Environment
Welcome, I’m Al Rosen, a financial consultant in Phoenix, Arizona. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (602) 222-5757.
Helpful Content
The Many Ways to Measure Inflation
Different inflation indexes may tell different stories. Here's what that could mean for you.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Understanding Qualified Charitable Distributions
Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
How Insurance Supports Your Financial Goals
Discover how insurance can protect your income, family, and future while supporting long-term strategic financial planning.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
5 Benefits of Working in Retirement
Here are 5 reasons why you may consider working through retirement.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
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Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
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18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.